Motilal Oswal

PRODUCTS &
SERVICES
MOTILAL OSWAL
Submitted To:-
Dr. Meetali Sexena
The Faculty of Management
L.J. INSTITUTE OF MANAGEMENT
Submitted By:-
Hardik Chauhan
Enrolment No:- 22003400310046
TABLE OF CONTENTS
01 Introduction 02 Products and services
Research
03 My work profile 04 Methodology
05 Learning 06 Conclusion
01
INTRODUCTION
MOTILAL OSWAL
Introduction

Motilal Oswal Securities Ltd. (MOSL) was founded in 1987 as a small sub-broking
unit, with just two people running the show. Focus on customer-first-attitude,ethical
and transparent business practices, respect for professionalism, research-based
value investing and implementation of cutting-edge technology has enabled us to
blossom into an over 1600 member team.
Today Today it has a well diversified financial services firm offering a range of
financial products and services such as Wealth Management, Broking & Distribution,
Commodity Broking, Portfolio Management Services, Institutional Equities, Private
Equity, Investment Banking Services and Principal Strategies.
The company entered into investment banking in 2005, followed by private equity
fund in 2006.
Introduction
It has a diversified client base that includes retail customers (including High Net
worth Individuals), mutual funds, foreign institutional investors, financial
institutions and corporate clients. It headquartered in Mumbai and as of June
30th, 2011, had a network spread over 586cities and towns comprising 1,607
Business Locations operated by our Business Partners and us. As at June 30th,
2011, we had 722,303 registered customers.
 PEOPLES BEHIND THE SUCCESS OF MOSL:-
Mr. Motilal Oswal :- Founder, MD & CEO

Raamdeo Agrawal :–Co-founder & Chairman of MOFSL & MOAMC
Navin Agarwal :–MD & CEO, MOAMC
02
PRODUCTS AND
SERVICES
MOTILAL OSWAL
Products and Services
 Equity:-
 Derivatives:-
 IPO:-
 PMS:-
 Mutual Fund:-
 Commodities:-
 Currency:-
 Insurance:-
 Home Loan:-
 Bonds:-

EQUITY
In finance, equity is an ownership interest in property that may
be offset by debts or other liabilities. Equity is measured for
accounting purposes by subtracting liabilities from the value of
the assets owned. For example, if someone owns a car worth
₹24,000 and owes ₹10,000 on the loan used to buy the car,
the difference of ₹14,000 is equity.
Equity can apply to a single asset, such as a car or house, or
to an entire business. A business that needs to start up or
expand its operations can sell its equity in order to raise cash
that does not have to be repaid on a set schedule.
 Cash Market:-
Intraday
Delivery
Derivatives
A derivative is an instrument whose value is derived from

the value of one or more underlying, which can be
commodities, precious metals, currency, bonds, stocks,
stocks indices, etc. Four most common examples of
derivative instruments are Forwards, Futures, Options and
Swaps.
A derivative is set between two or more parties that can
trade onan exchange or over-the-counter (OTC).
Derivatives are financial contracts, set between two or
more parties, that derive their value from an underlying
asset, group of assets, or benchmark.
FUTURES
OPTIONS
IPO
An initial public offering (IPO) refers to the process of
offering shares of a private corporation to the public in a
new stock issuance for the first time. An IPO allows a
company to raise equity capital from public investors.
The transition from a private to a public company can be

an important time for private investors to fully realize
gains from their investment as it typically includes share
premiums for current private investors. Meanwhile, it also
allows public investors to participate in the offering.
PMS
Portfolio Management Services is a professional service
that’s offered by stock brokers like Motilal Oswal. Here’s
the meaning of Portfolio Management Services. It is a
management service offered by a stock broker, where
experienced fund managers and stock market
professionals are assigned to you to monitor your
investment portfolio and make the necessary changes
required to ensure that your investments provide you with
the expected returns. PMS helps maximize returns and
minimize risk.
PMS
WHY CHOOSE MOTILAL OSWAL FOR PORTFOLIO
MANAGEMENT SERVICES:-
 Multiple product offerings.
 Switch from one strategy to other.
 Access you PMS Investment any time.
 Monthly performance reports.
 Local client servicing across India.
 The profits that you gain from using Portfolio Management
Services are assumed to be capital gains. Which is 15% for
short-term capital gains and 10% for long-term capital
gains.
 In the case of Motilal Oswal PMS, the minimum amount of
investment is Rs.50lakhs.
Mutual Fund
Mutual Fund is an investment company that pools money from
shareholders and invests in a variety of securities, such as stocks,
bonds and money market instruments.
Security exchange board of India is the regulatory body for all mutual
fund.
All mutual funds must get registered with the SEBI.
Benefits of investing in mutual funds:-

• Small investment Professional fund management
• Spreading risk
• Transparency
• Choice
Why mutual fund:-

• Safe and trasparent
• High return
• Liquidity
Commodities
Commodities are agreements to buy and sell virtually anything
except, for some reason, onions, The primary commodities that are
traded are oil, gold and agricultural products. Motilal Oswal
provides the facility to trade in commodities through Motilal Oswal
pvt. Ltd... a wholly owned subsidiary of its parent Motilal Oswal
Ltd. Motilal Oswal provides commodities trading facilities on both
the exchange.
Multi commodity exchange of India, Mumbai (MCX)
National commodity and derivative exchange (NCDEX
MCX:- NCDEX:-
• Bullion 1, Agro Products

• Spices 2, Base metal
• Metal 3, Energy
• Fiber
Currency
The currency market, also known as the Foreign Exchange market, is
essentially a global, decentralized market that serves as a platform to
trade currencies.
Motilal oswal offers the client a simple and convenient way to trade and
hedge client currency risk in four pair of Currencies- Dollar, Euro,
Pound and Japanese Yen against Indian Rupee
By offering the client the choice of trading in different asset class of
Currencies we offer the client the opportunity to diversify client portfolio.
FEW ADVANTAGES OF THIS MARKET:-
 Trading hours of 09:15 am to 03:30 pm provide more trading

opportunities.
 Trade in prominent currencies like US Dollar, EURO, Pound, Yen against
Indian Rupee.
 Low Taxation
Insurance
Motilal oswal also provide Insurance & Home loan services.
Health and your property is critical, especially in uncertain times.

At Motilal Oswal we take the credibility to provide you with the
best insurance product that will help you live without worrying
about the future. Motilal oswal certified employees suggest the
ideal and most suited insurance plans considering your
objectives, obligations and risk profile.
The medical expenses for any treatment now-a-days will burn a

hole in your pocket, given you don't have adequate Health
Insurance. Manage the expenses incurred in the event of a health
emergency by opting for the best health insurance with Motilal
Oswal.
Home Loan
Tag line :- Think Home Loans Think Motilal Oswal.
Motilal Oswal Home Finance Limited (MOHFL) is registered with

National Housing Bank (NHB) and is amongst the leading new age
Housing Finance Companies in India having its presence across 12
state in Western, North Central and Southern India.
The company is a professionally managed housing finance company

with unique combination of financially sound and technically
experienced parentage having built public trust of over 4 decades in
the domain of financial services. The group is known for their
professional ethics, robust knowledge and strong execution
capabilities.
03
MY WORK PROFILE
MOTILAL OSWAL
MYWORKPROFILE
 DATACALLING:-

In data calling we were provided data of mobile numbers and our job was to generate
appointments. After that we were required to convert that appointment into closure. Apart from
given data we also brought latest business directory. We called to different business people
and tried to generate appointments.
 CALLING:-
Called calling means to go at different corporate houses and to meet different People and to
get their visiting card by it we get lead and our immediate task was to call them & to fix
appointment.
 REFERENCE:-
Another important strategy was to use our reference means our family, friends, relatives etc. In
marketing or selling we can never neglect references & they always play a major role.
04
RESEARCH
METHODOLOGY
Motilal Oswal
RESEARCH METHODOLOGY
Data Collection:-
In this research I have used both primary and secondary resources for data collection.
Primary Sources for data collection:-

Research Instrument:-
I had learned in depth knowledge about product and services of Motilal Oswal from the employees of the
organization. They teach us different things about market.
I have used Telephonic and face to face conversation with people who had login in Motilal Oswal's website.
Sample size:-
In this research I have taken 51 respondents as a sample size.
I have enclosed questionnaire and data analysis and their interpretation with this report.
Secondary Sources for data collection:-
Secondary data are those data that have already been collected by someone else and which have already
been passed through the statistical process. In my project report the sources of secondary data are
obtained through:-
Brochures
Internet web sites.
DATA ANALYSIS AND
INTERPRETATION
05
LEARNING
Motilal Oswal
Leaning
 The most importance things learns is time management.
 We have learned how to open and close the calls.
 We have got the practical knowledge of the market.
 The main and important thing is that we had a practical experience of
working in a reputed company.
 We have learned about various products of the Motialal Oswal Limited.
 Learned about various products used in the share market especially De-
mat accounts and Mutual Funds.
 We have learned how to use online trading terminal.
06
CONCLUSION
Motilal Oswal
Conclusion
 Products and services of motilal oswal are better than others; especially the
software of motilal oswal is unique from others.
 PMS is good option for HNI clients and by that they can achieve good profit.
 In motilal oswal current scheme is:- opening the Demat account is free of
charge and one will also get motilal oswal you‟ll get unique software its
chargeable.
 One can transfer funds, shares from account to other account within a
second.
 As soon as prices of shares goes up and comes down then customer can
sell and purchase the shares instantly within seconds.
THANK YOU

Motilal Oswal

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PRODUCTS &

01 Introduction 02 Products and services

 PEOPLES BEHIND THE SUCCESS OF MOSL:-

Mr. Motilal Oswal :- Founder, MD & CEO

A derivative is an instrument whose value is derived from

The transition from a private to a public company can be

Benefits of investing in mutual funds:-

Why mutual fund:-

• Bullion 1, Agro Products

FEW ADVANTAGES OF THIS MARKET:-

 Trading hours of 09:15 am to 03:30 pm provide more trading

Health and your property is critical, especially in uncertain times.

The medical expenses for any treatment now-a-days will burn a

Motilal Oswal Home Finance Limited (MOHFL) is registered with

The company is a professionally managed housing finance company

Primary Sources for data collection:-

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